Inner Loop Intelligence
All Themes
·
All Sources
Slack: C09VCLQ3MA7/ts:1773732122.0069
Author: Jesse
Date: 2026-04-07
Type: slack
Evidence: 1
Themes: 1
energy-sector-structural-positioning
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[E1867]
XLE/SPY ratio shows energy commodity cycle that peaked in 2008 and bottomed in 2020 — we're in a new upcycle.
supporting · 2026-04-07